Advisor at Envest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Envest Advisors, LLC
Location
Myrtle Beach, SC 29577
Credentials
Series 65
Industry experience
1 year
Robert Emery is a Series 65-licensed financial advisor with Envest Advisors, LLC, based in Myrtle Beach, SC, and has one year of industry experience. His prior roles include positions at Gradient Advisors, LLC and Envest Financial LLC. He is also a licensed insurance agent affiliated with Envest Financial, LLC. Envest Advisors, LLC provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment process combines fundamental and technical analysis tailored to client objectives, regularly rebalancing and monitoring portfolios, and may engage other investment managers as part of its service.
Based on Envest Advisors, LLC
Based on Envest Advisors, LLC
$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $4,999,999: 1.25% annually $5,000,000+: 1.00% annually
2411 North Oak Street, Ste 209 G
Myrtle Beach, SC 29577
California · North Carolina · South Carolina · Texas
Envest Advisors, LLC
2025 - Present (1 year)
Gradient Advisors, LLC
2024 - 2025 (1 year)
Envest Financial LLC
2023 - Present (3 years)
Bobby Clary State Farm
2023 - 2023 (1 year)
Benchmark Physical Therapy
2020 - 2022 (2 years)
Shoreline Valet/Palmetto Hospitality
2016 - 2024 (8 years)
Full Time Student
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
North Myrtle Beach, SC
FPR Investments LLC
CFP®, Series 63, Series 65
Myrtle Beach, SC
Cairn Investor Services
Series 65
Myrtle Beach, SC
Marshall Financial
CFP®, Series 65
Murrells Inlet, SC
Meridian Financial Advisory LLC
Series 65
Myrtle Beach, SC
Oak Street Advisors
CFP®, ChFC®, Series 63, Series 65
North Myrtle Beach, SC
Novus Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")